My Financial Plan
  Private Client
 
Welcome to the My Financial Plan feature!

Spend a few minutes of your time on the questions below — feel free to enter estimates or to skip ahead as you like. The My Financial Plan is for your benefit only: there is no sign-in and none of the information is retained once you leave.

At the bottom of this page, just click the "Submit" button to access information and suggestions regarding portfolio allocation (regular and tax-deferred accounts), estimated future values, social-security benefits, retirement coverage, life expectancy, debt paydown and refinancing, dollar-cost averaging, what-if analyses and the impact of college costs.

 
 
1.

Current age

     
 
2.

Retirement age

     
 
3.

Earnings

     
 
4.

Assets

Regular     
(Taxable Account)
 
Tax-Deferred 
(401k - IRA - Keough)
 
      Stocks    
      Bonds    
      CDs & cash    
      Value of home      
      Stock options (Valuator)      
      Other assets      
 
5.
 

Debts (and % rates)
 

Amount     
 
 
Rates      
 
 
      First mortgage   %  
      Home equity loan   %  
      Credit card debt   %  
      Auto loan   %  
      Bank line of credit   %  
      Other debts   %  
 
6.
 

Risk
 
       
      What level is acceptable?
(If you prefer significant risk, this is not the web site for you.)
  Minimal 
Moderate 
 
     
Given the choice, would you prefer a gift of $30,000 or a coin toss, heads you get $75,000, tails you get nothing?
 
Gift 
Coin Toss 
 
 
7.
 

Savings
 
       
      Do you contribute $2,000 to your IRA each year?   Yes 
No 
 
     
Do you have a 401k plan at work?
 
Yes 
No 
 
     
How much will your employer contribute to your 401k or profit-sharing plan this year?
 
 
     
If you work at a partnership or sole proprietorship, how much will your company contribute to your Keough?
 
 
     
How much can you save this year?
Budget Calculator
 
 
     
 
 
The Power of Compound Growth